Managing Reports › Example Ad Hoc Reports › Example: View All Closed Requests in the Last 30 Days for Users Whose Last Name Begins with "C"

Example: View All Closed Requests in the Last 30 Days for Users Whose Last Name Begins with "C"

In this example, you specify prompt values for the Close Date and Customer Last Name that return all closed requests based on these values.

Example: View all closed requests in the last 30 days for users whose last name begins with "C"

1. Click New, Web Intelligence Document from the menu bar.

   The New Web Intelligence Document page appears.

2. Select the CA SDM universe in the Universe column.

   The Web Intelligence document appears along with the universe information in the left pane.

   Note: To improve navigation, close the Attached Service Type folder in the left pane.

3. Locate and expand the Request, Request Detail folders in the left pane. Use the scroll bar to navigate folders.
4. Select each of the following objects, then drag and drop them from the left pane to the top right pane under Results Objects.
   • Ref Num
   • Close Date
   • Customer Last Name
   • Summary
5. Select each of the following objects, and drag them to the bottom right panel under Query Filters.
   • Status Symbol
   • Close Date
   • Customer Last Name
6. Click the In list arrow on the Status Symbol filter and select Value(s) from list from the Operand Type menu.

   The List of Values dialog box appears.

7. Select the following values in the Status Symbol list:
   • Closed
   • Closed-Unresolved
   • Close Requested
   • Problem-Closed
   • Problem-Fixed
   • Resolved
8. Click the green arrow.

   The values appear in the Value(s) Selected field.

9. Click OK.
10. In the Query Filters pane, click the In list arrow on the Close Date object and select the Between operator.
11. Click the In list arrow and select Prompt from the first and second Operand Type menus.
12. Click the In list arrow on the Customer Last Name object and select the Matches pattern operator.
13. Click the In list arrow and select Prompt from the Operand Type menu.
14. Click the Prompt Properties icon that appears next to the In list arrow.

    The Prompt dialog box appears.

15. In the Prompt text field, enter a pattern for Customer Last Name.
16. Click OK.
17. Click Run Query on the toolbar to generate the report.

    Note: Since the Close Date and Customer Last Name objects use the Prompt function, the Prompts dialog box appears. This dialog allows you to gather additional data before the report is generated.

18. In the Prompts window, select or type the prompt values for each prompt as follows:
    • Enter Close Date (Start): Specify a date that is 30 days earlier than today's date.
    • Enter Close Date (End): Specify today's date.
    • Enter a pattern for Customer Last Name: Specify C%.
19. Click Run Query to generate the report.

    The report appears in a new window.

20. Double-click the report's title and type View All Closed Requests in Last 30 Days for Users Whose Last Name Begins with "C" in the text box. You can change the font size to 16 or other sizes.
21. To change other aspects of the report, click the Properties tab.
22. Click Save and specify a location using the Save As option.